Podcast
The RITE Retirement Show
Hosted by Cris Wallace · EN
Insurance products are offered through the insurance business WG Insurance Services. WG Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by WG Insurance Services are not subject to investment Advisor requirements. AEWM and WG Insurance Services are not affiliated companies. 1897462-1/24 CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S."
13episodes
Episodes
Newest firstAll episodes
Guest Mike Booth - Complex Gift Solutions
1w ago01:00:02Tap to summarizeCris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →July 11-19 Headlines
2w ago01:00:02Tap to summarize“How much do you really need to retire, and is it all about hitting a magic number?” This episode unpacks the most common fears and misconceptions holding retirees back—including the reality behind that daunting $1.5 million target and the emotional rollercoaster of planning for longevity, Social Security, and rising costs. Discover eye-opening stories, strategies for making your money work smarter, and overlooked tax moves that could transform your charitable giving—all while challenging the herd mentality around retirement planning. Some answers may surprise you, but the real insight comes from what’s left unsaid.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Financial Independence
Jun 2701:00:02Tap to summarizeEvery Fourth of July, we celebrate the courage it took to declare independence — to stop accepting the status quo and choose something better. For retirees and pre-retirees with serious wealth, financial independence deserves the same declaration. Not just freedom from work, but freedom from guesswork, panic, and reactive decisions. In this special July 4th episode, Cris Wallace and Graham Bauer from the WG Financial Group explore what it truly means to find independence in your retirement. Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →The Retirement Tax Shock
Jun 601:00:01Tap to summarizeCan you really count on Social Security, or will shifting demographics tip the scales against tomorrow’s retirees? The Right Retirement Show unpacks financial truths that quietly shape your golden years—from waning benefit power to the surprising spikes in healthcare and taxes. Join Cris, Graham, and Luann as they reveal the spiderweb of challenges retirees face, the overlooked risks to your nest egg, and why building a tailored plan could mean the difference between a cautious ‘no’ and a confident ‘yes’ in retirement. This episode explores why conventional rules might leave you exposed, and hints at strategies that could bring clarity when the math, margins, and laws keep changing.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Navigating Retirement: What Everyone Misses
May 3001:00:01Tap to summarize"Did you know 70% of retirees will need some form of care—but most never see it coming, much less plan for it?" On this episode of The Right Retirement Show, Chris Wallace and Graham Bauer unravel the complexities behind retirement savings, spending patterns, and why the famous Rule of 55 might trip up even the savviest planners. From late-saving regrets to the overlooked nuances of employer plans, discover how challenges, traps, and changing lifestyles shape the real retirement journey. The discussion pulls back the curtain on commonly misunderstood strategies, leaving listeners wondering what crucial detail they might have overlooked.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Retirement’s Hidden Tax Traps Unveiled
May 1601:00:01Tap to summarizeCould your dream retirement be disrupted by taxes you didn’t even know existed? Today, Graham and Luann shine a light on the ‘invisible’ costs—from the Net Investment Income Tax to surprise Medicare surcharges—that can trip up even savvy savers. Dive into smart strategies for traditional IRAs, uncover why timing and emotions matter as much as investments, and learn how to keep more of what you’ve earned. Is your retirement plan ready for what’s beneath the surface? Tune in for insights that might change your approach—without giving anything away.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →May 2-10 Headlines
May 201:00:01Tap to summarizeIs retirement really the stress-free chapter we imagine, or do global headlines and rising inflation threaten to rewrite the script? Discover how hidden emotional challenges, shifting economic landscapes, and even everyday spending habits weave into the fabric of your financial future. This episode sets a candid tone—revealing hard truths about planning for the unexpected, deciphering market volatility, and the surprising ways life experience matters more than formulas. Find out what most people overlook when preparing for their one shot at retirement.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Permission to Spend and Retirement Fears
Apr 2501:00:01Tap to summarizeWhy do so many retirees hesitate to enjoy the money they’ve spent decades accumulating? Chris Wallace and Graham Bauer reveal surprising truths about underspending, shifting financial fears, and the psychology of “permission” in retirement. Discover the real top concerns for today’s retirees—hint: it’s not just running out of money—and how a well-crafted plan can transform uncertainty into confident living. The conversation challenges conventional wisdom and exposes regrets, but the most powerful insight lies in what makes retirement feel right.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Withdrawal Strategies
Apr 1801:00:01Tap to summarize“Will the way you withdraw money in retirement quietly sabotage your nest egg—without you even realizing it?”This episode of The Right Retirement Show unpacks why withdrawal order, tax buckets, and strategic Roth conversions can make or break your financial future. Chris Wallace and Graham Bauer discuss how powerful forward-looking income planning helps maximize your money, minimize long-term taxes, and even safeguard your spouse. With insights on Medicare IRMA, capital gains, and how even spreadsheet-savvy DIY’ers miss critical details, you’ll learn why checking your plan isn’t just about being smart—it’s about giving yourself permission to actually enjoy your retirement.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
Transcribe →Asset Allocation: Acting Your Age
Apr 1101:00:01Tap to summarizeWhat happens when life throws a curveball and you or a loved one suddenly needs round-the-clock care—or faces an unexpected end-of-life decision? Join The Right Retirement Show as Chris, Graham, and Luann tackle the often-avoided topics of life insurance and long-term care. Hear candid stories, surprising statistics, and real-world examples that reveal how unaddressed risks can unravel even a solid retirement plan. Discover why skipping these conversations could ultimately cost far more than anyone expects—emotionally and financially—while gaining insight into strategies that can protect what you’ve worked a lifetime to build.Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.”https://wgfinancialgroup.com/schedule-a-meeting/
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